Latest Institutional Transactions on Dimensional ETF Tr (DFAI)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
71.9K+ 11.04% |
$2.02M - $2.5M
|
724K
$26.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
BUY
|
- |
105K+ 115.45% |
$2.95M - $3.65M
|
196K
$7.13M
|
|
|
Aug 13, 2025
Q2 2025
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-37- 0.3% |
$1.04K - $1.28K
|
12.3K
$448K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.6KNew |
$325K - $403K
|
11.6K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
44.9K+ 5.67% |
$1.26M - $1.56M
|
837K
$30.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-4.49K- 35.12% |
$126K - $156K
|
8.3K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
68.8KNew |
$1.93M - $2.39M
|
68.8K
$2.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
39.1K+ 87.42% |
$1.09M - $1.36M
|
83.8K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-136K- 94.63% |
$3.81M - $4.72M
|
7.71K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
91.8K+ 18.32% |
$2.57M - $3.19M
|
593K
$21.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
9.2KNew |
$258K - $319K
|
9.2K
$334K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-188- 0.25% |
$5.27K - $6.53K
|
73.7K
$2.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
703K+ 14.34% |
$19.7M - $24.4M
|
5.6M
$204M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
59.7KNew |
$1.67M - $2.07M
|
59.7K
$2.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-59.3K- 28.91% |
$1.66M - $2.06M
|
146K
$5.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.34K- 12.19% |
$37.6K - $46.6K
|
9.67K
$351K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
752K+ 54.55% |
$21.1M - $26.1M
|
2.13M
$77.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
41.6K+ 613.02% |
$1.17M - $1.44M
|
48.4K
$1.76M
|
|
|
Aug 12, 2025
Q2 2025
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-4.66K- 7.15% |
$131K - $162K
|
60.5K
$2.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.79MNew |
$162M - $201M
|
5.79M
$210M
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
BUY
|
- |
77K+ 37.15% |
$2.16M - $2.67M
|
284K
$10.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
37.3K+ 8.21% |
$1.04M - $1.29M
|
491K
$17.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
28.7K+ 2.37% |
$803K - $995K
|
1.24M
$45M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
325+ 9.77% |
$9.11K - $11.3K
|
3.65K
$133K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
27.5K+ 1.99% |
$770K - $953K
|
1.4M
$51M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.38K+ 296.15% |
$235K - $291K
|
11.2K
$407K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-5.08K- 2.27% |
$142K - $176K
|
219K
$7.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
99+ 1.24% |
$2.77K - $3.44K
|
8.07K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrity Investment Advisors, LLC
Fort Collins, CO |
BUY
|
- |
2.91K+ 15.28% |
$81.4K - $101K
|
21.9K
$796K
|
|
|
Aug 12, 2025
Q2 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
67.9K+ 21.76% |
$1.9M - $2.36M
|
380K
$13.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
1.37K+ 1.19% |
$38.5K - $47.7K
|
116K
$4.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
1.55K+ 57.56% |
$43.5K - $53.9K
|
4.25K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
511+ 7.76% |
$14.3K - $17.7K
|
7.1K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61.5K+ 10.15% |
$1.72M - $2.14M
|
667K
$24.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
4.6K+ 18.14% |
$129K - $160K
|
30K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
484+ 7.33% |
$13.6K - $16.8K
|
7.09K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.03K+ 4.46% |
$56.9K - $70.4K
|
47.5K
$1.73M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.64M- 14.09% |
$74M - $91.7M
|
16.1M
$585M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.08K+ 1.63% |
$86.4K - $107K
|
192K
$6.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.28K+ 0.75% |
$120K - $148K
|
577K
$21M
|
|
|
Aug 12, 2025
Q2 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
SELL
|
- |
-8.76K- 1.51% |
$246K - $304K
|
572K
$20.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-26.5K- 74.01% |
$742K - $919K
|
9.3K
$338K
|
|
|
Aug 11, 2025
Q2 2025
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
18.2K+ 118.42% |
$510K - $632K
|
33.6K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
10.1K+ 7.09% |
$284K - $352K
|
153K
$5.57M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
71.1K+ 3.19% |
$1.99M - $2.47M
|
2.3M
$83.7M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
96.1K+ 10.17% |
$2.69M - $3.33M
|
1.04M
$37.8M
|
|
|
Aug 11, 2025
Q2 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-499K- 15.09% |
$14M - $17.3M
|
2.8M
$102M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-12K- 1.53% |
$338K - $418K
|
777K
$28.2M
|
|
|
Aug 11, 2025
Q2 2025
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-13.3K- 11.37% |
$373K - $462K
|
104K
$3.77M
|